The dollar is wobbling. Not everyone is mad for Treasuries anymore. The US is likely headed for recession and it looks like the future of technology might be in China. What’s an investor to do?
Move with the times, says Gavekal founding partner and Chief Executive Officer Louis-Vincent Gave. In other words, you don’t have to invest in the US, and in conversation with Merryn this week, he shares his thoughts on the best places to move your money.
Gavekal Research: https://research.gavekal.com/article/prejudice-and-china/
Erik Prince video Louis mentions: https://www.youtube.com/watch?v=WsKtfLRSo2c

Markets Wrap: Predictions Meet AI Skepticism
10:17

What Happens When Quantum Computing Actually Works?
38:10

Markets Wrap: Higher Yields, Higher Gold
23:55